Company Description SMIFS Limited is a leading wealth management and financial services company with over three decades of experience supporting investors, high-net-worth individuals, corporates, and institutions across India. Founded in 1991, the firm is driven by a client-first philosophy, rigorous research, and disciplined risk management.

SMIFS provides comprehensive solutions across wealth management, equities and market access, insurance, institutional services, and structured and legacy planning. The company focuses on tailored strategies that align with client goals, risk profiles, and life stages, with a strong emphasis on long-term wealth creation and capital protection. Its broad regulatory registrations and research capabilities reinforce a trusted, compliant, and professionally managed platform for diverse financial needs.

Role Description The Senior Wealth Manager role is a full-time, in office position based in the Greater Nagpur Area. The individual in this role will manage and grow a portfolio of clients, providing end-to-end wealth management advice across investments, insurance, and legacy planning solutions.

Day-to-day responsibilities include assessing client financial goals and risk profiles, preparing and presenting customized financial plans, and recommending suitable products such as mutual funds, PMS, fixed income, alternatives, and insurance solutions.

The Senior Wealth

Manager will monitor portfolio performance, rebalance allocations, and proactively communicate market developments and strategic recommendations to clients.



The role also involves collaborating with internal research and product teams, ensuring regulatory compliance, and contributing to business development through client acquisition and relationship deepening.

Qualifications

- Candidates should possess strong Financial Planning skills, including goal-based planning, retirement planning, tax awareness, and wealth preservation strategies.
- Candidates should possess Investment Management and Investments skills, including asset allocation, portfolio construction, risk assessment, and knowledge of equity, fixed income, and alternative investments.
- Candidates should possess solid understanding of Finance and capital markets, including macroeconomic trends, products across mutual funds, PMS, structured products, and regulatory frameworks.
- Candidates should possess Insurance expertise, including life, health, and general insurance solutions, and the ability to integrate protection planning into overall wealth strategies.
- Relevant qualifications such as a graduate degree in Finance, Commerce, Economics, Business, or related field; professional certifications like CFP, CFA, NISM, or IRDAI licenses are preferred.
- Demonstrated experience in wealth management or financial advisory, strong client relationship management skills, ethical conduct, and the ability to communicate complex financial concepts clearly.
- Ability to work with high-net-worth and institutional clients, proficiency in financial planning tools and CRM systems, and a results-oriented mindset focused on long-term client outcomes.

📌 Senior Wealth Manager (Nagpur Metropolitan Area)
🏢 SMIFS
📍 Nagpur Metropolitan Area